2017-05-08T06:12:56-05:00 2016-06-30 341818258 Meaden & Moore Ltd 1100 Superior Avenue Suite 1100 Cleveland OH 441142523 990 2015-07-01 341024769 United Way of Portage County Inc UNIT 3302971424 PO Box 845 Ravenna OH 44266 WILLIAM CHILDERS PRESIDENT & CEO 3302971424 2017-02-20 1 Karen B Cooney P00285983 2162413272 2015 2021-01-29 14:40:06Z WILLIAM CHILDERS PO Box 845 Ravenna OH 44266 958174 0 X WWW.UWPORTAGE.ORG X 1967 OH FUNDING TO LOCAL PARTNER AGENCIES FOCUSED ON ACHIEVING OUTCOMES IN THREE SPECIFIC AREAS DETERMINED TO BE ESSENTIAL IN IMPROVING LIVES AND STRENGTHENING OUR COMMUNITY. THESE AREAS INCLUDE CHILDREN & YOUTH, FAMILIES, ADULTS, CRISIS, AND HEALTH & WELL-BEING. UNITED WAY OF PORTAGE COUNTY'S OWN 211 PORTAGE PROVIDES 24/7 INFORMATION AND REFERRAL TO COUNTY RESIDENTS SEEKING ASSISTANCE IN THE HEALTH AND HUMAN SERVICE ARENA. 10 10 6 213 0 0 924495 910166 0 0 17697 13910 11680 7925 953872 932001 455557 526421 0 0 271043 297692 0 0 85587 231286 211375 957886 1035488 -4014 -103487 1234328 1139002 471230 495266 763098 643736 X "CARING THAT STRENGTHENS OUR COMMUNITY, IMPROVES LIVES, AND MAKES YOUR CONTRIBUTION COUNT" IS THE MISSION OF UNITED WAY OF PORTAGE COUNTY. WE STRIVE TO SERVE THE PORTAGE COUNTY COMMUNITY BY BEING AN EXEMPLARY AND INNOVATIVE LEADER, MOBILIZING REGIONAL ASSETS TO BUILD THE COMMUNITY'S CAPACITY TO IMPACT CURRENT AND EMERGING NEEDS. 0 0 214814 131605 Community Impact - EducationIn FY2016, United Way of Portage County, OH allocated $100,000 to support education in Portage County. There were 7 programs selected to provide the services. The 7 programs all serve children and families and include: after school tutoring, Big Brothers and Big Sisters, Junior Achievement programs, youth programs, an early learning center and vocational services for the disabled. 343702 210569 Community Impact - IncomeIn FY2016, United Way of Portage County, OH allocated $162,000 to support income in Portage County. There were 13 programs selected to provide the services. The 13 programs all serve children and families and include: emergency housing and financial assistance, meal and home help services for the elderly, clothing assistance, credit counseling, and early childhood learning assistance. 300739 184247 Community Impact - HealthIn FY2016 United Way of Portage County, OH allocated $143,000 to support health in Portage County. There were 12 programs selected to provide the services. The 12 programs all serve families, senior citizens, children and veterans. These programs include: medication and psychiatry assistance, addiction treatment, adult day services, child sexual abuse intervention, and counseling services. 859255 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X X WILLIAM CHILDERS 3302971424 218 W MAIN STREET RAVENNA OH 44266 X TOM CARGO TRUSTEE 1.00 X 0 0 0 PHILIP FALUOTICO Trustee 1.00 X 0 0 0 Jean Booth TRUSTEE 1.00 X 0 0 0 Brad Cromes TRUSTEE 1.00 X 0 0 0 David Dix Trustee 1.00 X 0 0 0 MIKE KERRIGAN Trustee 1.00 X 0 0 0 Neil Everett Trustee 1.00 X 0 0 0 TODD T PEETZ BOARD CHAIR 1.00 X X 0 0 0 KARLO PETRAK CHAIR ELECT 1.00 X X 0 0 0 Melinda L Stahl TREASURER & SECRETARY 1.00 X X 0 0 0 WILLIAM CHILDERS PRESIDENT & CEO 40.00 X 539 0 0 BARBARA ZOLLER FORMER CFO (6/2016) 40.00 X 50500 0 12688 BRIAN DUCHON FORMER CEO (8/2015) 40.00 X 44000 0 17497 GAIL PYTEL INTERIM CEO (12/2015) 40.00 X 23571 0 0 118610 0 30185 0 0 0 0 0 7500 902666 910166 3422 3422 25711 15223 10488 10488 10488 18875 7500 10950 7925 7925 932001 0 0 21835 526421 526421 96371 56841 19059 20471 114530 67550 22651 24329 68797 40577 13606 14614 17994 10613 3559 3822 11200 11200 1883 828 611 444 5178 2708 387 2083 11385 5006 3693 2686 11409 5016 3701 2692 41253 27667 5717 7869 1855 1066 283 506 1199 689 183 327 370 248 51 71 UNCOLLECTIBLE PLEDGES 100978 100978 DUES & SUBSCRIPTIONS 13996 8046 2135 3815 OTHER 10669 5001 3810 1858 1035488 859255 90646 85587 230594 184375 423420 404821 0 10991 60925 59815 1479 1110 172439 149613 406396 388092 1234328 1139002 15518 61109 443872 434157 11840 0 471230 495266 X 209311 132095 445954 406702 107833 104939 763098 643736 1234328 1139002 -103487 -15875 0 X 0 1 X 1 0 X 1312771 1044922 992588 924495 902666 5177442 1312771 1044922 992588 924495 902666 5177442 5177442 3594 35130 4354 871 3422 47371 5224813 0.99090 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131086 -4726 6701 150 119509 136576 1155 6495 150 131086 128614 19976 11864 150 136576 113985 20589 5810 150 128614 122470 -2220 6115 150 113985 0.12190 0.87810 0 0 60925 59815 1110 1110 BENEFICIAL INTEREST IN TRUST 388092 388092 X 862675 -15875 -15875 878550 53451 53451 932001 982037 0 982037 53451 53451 1035488 Part X, Line 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNITED WAY AND RECOGNIZE A TAX LIABILITY IF THE UNITED WAY HAS TAKEN CERTAIN TAX POSITIONS THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE UNITED WAY WOULD RECOGNIZE INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. Part XI, Line 4b - Other Adjustments: DESIGNATION INCOME Part XII, Line 4b - Other Adjustments: DONOR DESIGNATIONS FORM 990, SCHEDULE D, PART XII, LINE 4 DONOR DESIGNATIONS: AMOUNTS RAISED DURING THE UNITED WAY CAMPAIGN THAT ARE DESIGNATED TO A SPECIFIC 501(C)3 ORGANIZATION ARE SHOWN AS AN ADJUSTMENT TO REVENUE. THE TOTAL AMOUNTS PAID TO THE ORGANIZATIONS ARE REPORTED AS EXPENSES. HERITAGE FEST 12831 7500 5331 275 3257 RAY'S & WAY'S 5300 5300 240 960 3 8244 0 8244 2697 3521 26375 7500 18875 515 3657 6778 10950 7925 1 AMERICAN RED CROSS OF PORTAGE & SUMMIT COUNTIES 501 WEST MARKET ST AKRON OH 44303 340714526 501(c)3 5000 Program Operations CHILDREN'S ADVOCACY CENTER 6847 N CHESTNUT ST RAVENNA OH 44266 341894398 501(c)3 25850 PROGRAM OPERATIONS COLEMAN PROFESSIONAL SERVICES 5982 RHODES RD KENT OH 44240 341240178 501(c)3 18700 PROGRAM OPERATIONS Family & Community Services 705 Oakwood St Ravenna OH 44266 341902451 501(c)3 285500 Program Operations Kidney Foundation of Ohio 2831 Prospect Ave E Cleveland OH 44115 340853560 501(c)3 8000 Program Operations Portage Children Services dba Childrens Advantage 520 N Chestnut ST RavENNA OH 44266 341350156 501(c)3 10000 Program Operations The Salvation Army 268 W Main St RAVENNA OH 44266 340714378 501(c)3 17300 Program Operations Townhall II 155 N Water St Kent OH 44240 341090439 501(c)3 25850 Program Operations United Disability Services Inc 701 S Main St Akron OH 44311 341374195 501(c)3 4200 Program Operations Junior Achievement of North Central OH PO Box 26006 Akron OH 44319 340940986 501(c)3 2300 Program Operations Girls on the Run Northeast OH 140 E Market St 2nd Floor Akron OH 44308 470991498 501(c)3 2300 Program Operations 11 PART I, LINE 2: FUNDED ORGANIZATIONS ARE REQUIRED TO SUBMIT SEMI-ANNUAL REPORTS FOR EACH PROGRAM FUNDED. THESE REPORTS REQUIRE INFORMATION ON SPECIFIC GOALS, AS OUTLINED IN THEIR APPLICATION. INFORMATION SHOULD INCLUDE THE NUMBER OF SERVICES ACTUALLY PROVIDED COMPARED TO THE NUMBER PROJECTED AND THE ACTUAL PROGRAM RESULTS COMPARED TO THE PROJECTED OUCOMES. FACE-TO-FACE INTERVIEWS WITH PROGRAM DIRECTORS AND OTHER STAFF MEMBERS ARE HELD ALONG WITH ANNUAL SITE VISITS. FINANCIAL INFORMATION IS RECEIVED DURING THE APPLICATION PROCESS. ALL FUNDED AGENCIES ARE REQUIRED TO SUBMIT ANNUAL FINANCIAL STATEMENT AUDITS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). Form 990, Part VI, Section B, line 11 PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM FROM INFORMATION PROVIDED BY MANAGEMENT AND INCLUDED IN THE AUDITED FINANCIAL STATEMENTS. A DRAFT FORM IS PROVIDED TO MANAGEMENT FOR REVIEW. MEMBERS OF THE EXECUTIVE & GOVERNANCE COMMITTEE AND MANAGEMENT APPROVE THE RETURN TO BE FILED. A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, line 12c ANNUALLY BOARD MEMBERS ARE REQUIRED TO SIGN A "CONFLICT OF INTEREST POLICY STATEMENT." IF AN ISSUE ARISES WHERE AN INDIVIDUAL IS DEEMED TO HAVE A CONFLICT OF INTEREST, THE INDIVIDUAL DOES NOT PARTICIPATE IN THE DISCUSSION OR VOTE ON THE MATTER. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES CURRENT GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII OFFICERS FINANICAL OFFICER: AS A RESULT OF CHANGES IN THE ORGANIZATIONAL STRUCTURE, THE POSITION HELD BY MS BARB ZOLLER AS CFO-VICE PRESIDENT OF FINANCE ENDED EFFECTIVE JUNE 2016. THIS POSITION AND THESE DUTIES WERE REASSIGNED TO AN INDEPENDENT CONTRACTOR. THE CEO WILL ASSUME FULL RESPONSIBILITY FOR THE FINANCIAL DUTIES OF THE ORGANIZATION. CHIEF EXECUTIVE OFFICER (CEO): MR BRIAN DUCHON RESIGNED AUGUST 2015. MS GAIL PYTEL ASSUMED THE INTERIM CEO UNTIL DECEMBER 2015. MR WILLIAM CHILDERS WAS HIRED AS PRESIDENT & CEO EFFECTIVE DECEMBER 2015.